USPTO serial 99727652
WEALTH ARCHITECT
Reviewed by CopyMark Law Group
Status 653
- Filing date
- Status date
- Registration date
- —
- Examiner
- MAROTTA, GABRIELLE CHRISTINA
- Law office
- TMEG LAW OFFICE 103
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Rajesh Fotedar
Rajesh Fotedar Cognition IP50 California StSuite 1500San Francisco, CA 94111Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning; Financial advisory services | ACTIVE | Feb 2, 2026 |
| 042 | Software as a service (SAAS) services featuring software for providing financial information and analysis, and enabling users to input questions and receive responses regarding financial planning; Software as a service (SAAS) services featuring software for providing artificial-intelligence driven simulated conversations enabling users to input questions and receive responses regarding financial planning and trigger initiation of financial tasks and actions; Software as a service (SAAS) services featuring software for financial management, namely, software for aggregating financial account information, tracking spending, savings, investments, and debts | ACTIVE | Feb 2, 2026 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 2, 2026 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Oct 2, 2026 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Oct 2, 2026 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Sep 28, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 28, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 28, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 10, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 10, 2026 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 10, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 6, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 5, 2026 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Aug 5, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 26, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 26, 2026 | NWAP | NEW APPLICATION ENTERED | — |